As China’s economy slows, fund houses are betting on growth opportunities in the emerging consumption and services economy.
Category: Asset Class in Focus
Brazil’s troubles hit equity funds
Political and fiscal turmoil has sent Brazil-focused funds into negative territory, data from FE Analytics shows.
Fed inaction prompts Barings allocation moves
In view of the US rate hike that didn’t happen, Sonja Laud, head of multi-asset income at Baring AM, made some recent tactical allocations.
RBC WM stays with China equities
The People’s Bank of China has plenty of firepower left to offset a slowing economy, according to RBC Wealth Management, and “China’s total growth is not falling off a cliff.”
Is the shine on commodities returning?
The world is awash in crude and holds a surplus of metals, but a subtle shift may be starting to take shape among industry players.
China’s middle class now largest worldwide
Funds that focus on China consumption are among those that should benefit from the expanding Chinese middle class, which has overtaken the US to become the world’s largest.
Selective picks of Japan equities
The OECD slightly reduced its forecast of Japan’s economic growth to 0.6% from 0.7% for the year, but industry sources say certain sectors and companies remain good investment opportunities.
Morningstar fund reviews and re-ratings – September
Management changes impacted analyst ratings of Parvest and Fidelity products and a Jupiter vehicle gets an upgrade, according to Morningstar’s review of funds available in Asia.
SLI likes Chinese tech stocks
Despite China’s economic slowdown, the mainland’s technology sector, particularly e-commerce, is likely to expand in 2016, according to Standard Life Investments.
Uptick in SE Asia feeder funds
Feeder funds are gaining traction in Southeast Asia, as local investors warm to geographic diversification of investments.
